License management in Requestly is handled through the billing team dashboards. This feature simplifies bulk license management, ensuring efficient distribution and administration across team members.
Roles in a Billing Team
There are three distinct roles within a Billing Team:
- Billing Manager: This is the role assigned to the person who completed the purchase. The Billing Manager has complete control over the subscription, including the ability to upgrade, cancel, edit card details, and modify billing information. Additionally, the Billing Manager can appoint other members as admins and also perform all admin responsibilities.
- Admin: Admins have the authority to assign or revoke licenses and appoint other admins. They can also check and pay pending invoices.
- Member: Members do not have any administrative responsibilities. Their license grants them access to extended limits and premium features.
Assigning/Revoking licenses in a Billing Team
- Assigning a license: Billing Managers and admins can view a list of all employees from their company by clicking the "Assign License" button. They can easily assign licenses to users who don’t already have one.
If a member is missing from the list, it means they are either not currently using Requestly or are using it with a different email domain. In these cases, billing managers and admins can click "Invite & Assign License" to send an invitation email. Once these users sign up, they will automatically receive premium access.
- Revoking a License: All licensed members are visible in the dashboard. Billing Managers and admins can revoke licenses from inactive users by selecting the "Revoke License" option in the three-dot menu next to the user’s name.
Don't have a license? Request a license in existing billing teams.
Users without a license can view all available Billing Teams within their organization and request a license from them. Once a request is made, the Billing Manager and admins of that team are notified and can approve the request to assign the user a license.
Billing Team and Team Workspaces
The Billing Team ensures the effective management of licenses and billing, while Team Workspaces facilitate teamwork and collaboration within an organization. Both entities serve distinct purposes.
Access to premium features across the platform depends on whether the individual has a personal license or one provided by a Billing Team.